← All themes Defense Modernization

Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1501	KLWA Kelly Lawrence W & Associates Pasadens, California	$363K	$0	1	0.08%	Maintained
1502	SAM Security Asset Management New York	$363K	$0	1	0.35%	Maintained
1503	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$362K	-$5.97K	1	0.08%	Reduced
1504	PCM Perritt Capital Management Chicago, Illinois	$359K	$0	1	0.06%	Maintained
1505	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$357K	$0	1	0.03%	Maintained
1506	LJHT Laurie J. Hall Trustee	$355K	+$39.2K	1	0.26%	Increased
1507	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$353K	$0	1	0.27%	Maintained
1508	WMC Westwood Management Corporation Chicago, Illinois	$352K	$0	1	0.06%	Maintained
1509	Stonehage Fleming Financial Services St. Helier, Jersey	$350K	+$355K	1	0.04%	New
1510	AAM Aureus Asset Management Boston, Massachusetts	$349K	+$48.4K	1	0.08%	Increased
1511	LG LaFleur & Godfrey Grand Rapids, Michigan	$349K	$0	1	0.09%	Maintained
1512	W Wealthquest Cincinnati, Ohio	$349K	$0	1	0.5%	Maintained
1513	F.L. Putnam Investment Management Lynnfield, Massachusetts	$348K	-$45.1K	1	0.04%	Reduced
1514	NEAM New England Asset Management Farmington, Connecticut	$348K	+$352K	1	0.01%	New
1515	BCM Bluefin Capital Management New York	$347K	+$352K	1	0.03%	New
1516	BCA Benchmark Capital Advisors New York	$346K	+$54K	1	0.23%	Increased
1517	IRS Invictus RG (Singapore) Singapore	$345K	-$377K	3	0.33%	Reduced
1518	MIP Marietta Investment Partners Milwaukee, Wisconsin	$345K	$0	1	0.13%	Maintained
1519	Natixis Paris, France	$345K	-$1.92M	1	0%	Reduced
1520	DAM Delta Asset Management Memphis, Tennessee	$343K	-$22.2K	2	0.07%	Reduced
1521	SA Strategic Advisors New York	$343K	+$20.2K	1	0.22%	Increased
1522	CIM Calvert Investment Management Bethesda, Maryland	$342K	+$33.3K	1	0.02%	Increased
1523	MFW Meristem Family Wealth Minnetonka, Minnesota	$342K	+$11.9K	1	0.14%	Increased
1524	Prospera Financial Services Dallas, Texas	$342K	+$347K	1	0.08%	New
1525	AT Acadia Trust Portland, Maine	$339K	-$597	1	0.12%	Reduced